(GuruFocus, December 6, 2009) Two of the greatest investors of our time, George Soros and Warren Buffett, both make money for themselves and for the folks investing with them. But they win by deploying different strategy. Buffett buys good stocks managed by good people at good price, and patiently wait for the stock price to reach its intrinsic value, then he might sell. In the latest years, he is not that much of a seller even because he typically finds himself concentrated on too much of a stock. If he starts to sell, the street is bound to hear about it and that might destroy the stock price all together.
George Soros doesn’t seem to have that problem, he enters and exits stocks much quickly. There is no public data or statistics that what the turnover ratio of his fund is, but to give you an idea, according to GuruFocus, a site tracks the investments and insights of the Investment Gurus, In 3Q09 alone, George Soros bought 378 new stocks and he held 547 stocks in his $4.41 billion equity portfolio that is traded in the US markets.
GuruFocus allows its premium users to aggregate the portfolios of the Investment Gurus (click here to access the function if you have never taken advantage of the very useful function). Thanks for the frequent trading of Soros during the last quarter, the list for stocks held by both Gurus has increased from five stocks as we reviewed back in July to 25.
Here is a survey of the stocks that both men bought during the quarter ended on September 30, 2009:
Wal-Mart Stores, Inc. (WMT, Financial)
Wal-Mart Stores, Inc. (WMT) serves customers and club members more than 200 million times per week at more than 8,000 retail units under 53 different banners in 15 countries.
Walmart Stores Inc. has a market cap of $209.2 billion; its shares were traded at around $54.24 with a P/E ratio of 15.4 and P/S ratio of 0.5. The dividend yield of Walmart Stores Inc. stocks is 2%. Walmart Stores Inc. had an annual average earning growth of 13.3% over the past 10 years. GuruFocus rated Walmart Stores Inc. the business predictability rank of 5-star.
Wells Fargo & Company (WFT, Financial)
Wells Fargo & Company (WFT) is a financial holding company and a bank holding company.Wells Fargo & Company has a market cap of $125.95 billion; its shares were traded at around $26.96 with a P/E ratio of 28 and P/S ratio of 2.4. The dividend yield of Wells Fargo & Company stocks is 0.7%. Wells Fargo & Company had an annual average earning growth of 10.8% over the past 10 years.
Exxon Mobil Corporation (XOM, Financial)
Exxon Mobil Corporation (XOM) through its divisions and affiliates is engaged in exploration for, and production of, crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products.
Exxon Mobil Corp. has a market cap of $356.83 billion; its shares were traded at around $74.25 with a P/E ratio of 17.2 and P/S ratio of 0.8. The dividend yield of Exxon Mobil Corp. stocks is 2.2%. Exxon Mobil Corp. had an annual average earning growth of 16.8% over the past 10 years. GuruFocus rated Exxon Mobil Corp. the business predictability rank of 4-star.
Alexander & Baldwin, Inc. (ALEX, Financial)
Alexander & Baldwin, Inc. (ALEX) is a diversified corporation with most of its operations centered in Hawaii. The business industries of the Company constitute transportation, real estate and agribusiness.
Alexander & Baldwin Inc. has a market cap of $1.35 billion; its shares were traded at around $32.87 with a P/E ratio of 53.9 and P/S ratio of 0.7. The dividend yield of Alexander & Baldwin Inc. stocks is 3.7%.
Conclusion
For details on how many shares did each Guru buy in each stock, click on their names to see their portfolio.
GuruFocus provides real time information and insights of Investment Gurus such as Warren Buffett and George Soros for Premium Members. If you are not a premium member, click here to sign up or upgrade. 7-Day Free Trial is available.
George Soros doesn’t seem to have that problem, he enters and exits stocks much quickly. There is no public data or statistics that what the turnover ratio of his fund is, but to give you an idea, according to GuruFocus, a site tracks the investments and insights of the Investment Gurus, In 3Q09 alone, George Soros bought 378 new stocks and he held 547 stocks in his $4.41 billion equity portfolio that is traded in the US markets.
GuruFocus allows its premium users to aggregate the portfolios of the Investment Gurus (click here to access the function if you have never taken advantage of the very useful function). Thanks for the frequent trading of Soros during the last quarter, the list for stocks held by both Gurus has increased from five stocks as we reviewed back in July to 25.
| Symbol | Company | Price | # of Guru Owners | # of Guru Buys 3Q09 | P/E | Yield (%) |
| WMT | WalMart Stores Inc. | $54.24 | 2 | 2 | 15.4 | 2 |
| WFC | Wells Fargo & Company | $26.96 | 2 | 2 | 28 | 0.7 |
| XOM | Exxon Mobil Corp. | $74.25 | 2 | 2 | 17.2 | 2.2 |
| JNJ | Johnson & Johnson | $64.36 | 2 | 1 | 14.1 | 3.1 |
| COP | ConocoPhillips | $50.66 | 2 | 1 | 13.6 | 4 |
| PG | The Procter & Gamble Company | $62.6 | 2 | 1 | 17.7 | 2.8 |
| KO | The CocaCola Company | $57.49 | 2 | 1 | 19.1 | 2.9 |
| BNI | Burlington Northern Santa Fe Corp. | $98.66 | 2 | 0 | 18.9 | 1.6 |
| USB | U.S. Bancorp | $23.5 | 2 | 1 | 29 | 0.8 |
| WPO | The Washington Post Company | $411.75 | 2 | 1 | 18 | 2.1 |
| MCO | Moody's Corp. | $25.36 | 2 | 1 | 15.5 | 1.6 |
| LOW | Lowe's Companies Inc. | $22.88 | 2 | 1 | 19.1 | 1.6 |
| UNP | Union Pacific Corp. | $65.22 | 2 | 1 | 17.1 | 1.7 |
| NKE | NIKE Inc. | $64.3 | 2 | 1 | 16.7 | 1.5 |
| UNH | UnitedHealth Group Inc. | $27.46 | 2 | 1 | 8.5 | 0.1 |
| COST | Costco Wholesale Corp. | $59.19 | 2 | 1 | 23.3 | 1.2 |
| CMCSK | Comcast Corp. Special | $15.3 | 2 | 1 | 1.9 | |
| NLC | Nalco Holding Company | $24.8 | 2 | 1 | 28.7 | 0.6 |
| WLP | WellPoint Inc. | $53.88 | 2 | 1 | 8.7 | 0 |
| NRG | NRG Energy Inc. | $24.34 | 2 | 1 | 7.6 | 0 |
| BAC | Bank of America Corp. | $16.28 | 2 | 1 | 108.5 | 0.3 |
| GE | General Electric Company | $16.2 | 2 | 1 | 13.3 | 2.5 |
| STI | SunTrust Banks Inc. | $22.8 | 2 | 1 | 0.2 | |
| ALEX | Alexander & Baldwin Inc. | $32.87 | 2 | 2 | 53.9 | 3.7 |
| HD | The Home Depot Inc. | $28.08 | 2 | 1 | 17.4 | 3.2 |
Here is a survey of the stocks that both men bought during the quarter ended on September 30, 2009:
Wal-Mart Stores, Inc. (WMT, Financial)
Wal-Mart Stores, Inc. (WMT) serves customers and club members more than 200 million times per week at more than 8,000 retail units under 53 different banners in 15 countries.
Walmart Stores Inc. has a market cap of $209.2 billion; its shares were traded at around $54.24 with a P/E ratio of 15.4 and P/S ratio of 0.5. The dividend yield of Walmart Stores Inc. stocks is 2%. Walmart Stores Inc. had an annual average earning growth of 13.3% over the past 10 years. GuruFocus rated Walmart Stores Inc. the business predictability rank of 5-star.
Wells Fargo & Company (WFT, Financial)
Wells Fargo & Company (WFT) is a financial holding company and a bank holding company.Wells Fargo & Company has a market cap of $125.95 billion; its shares were traded at around $26.96 with a P/E ratio of 28 and P/S ratio of 2.4. The dividend yield of Wells Fargo & Company stocks is 0.7%. Wells Fargo & Company had an annual average earning growth of 10.8% over the past 10 years.
Exxon Mobil Corporation (XOM, Financial)
Exxon Mobil Corporation (XOM) through its divisions and affiliates is engaged in exploration for, and production of, crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products.
Exxon Mobil Corp. has a market cap of $356.83 billion; its shares were traded at around $74.25 with a P/E ratio of 17.2 and P/S ratio of 0.8. The dividend yield of Exxon Mobil Corp. stocks is 2.2%. Exxon Mobil Corp. had an annual average earning growth of 16.8% over the past 10 years. GuruFocus rated Exxon Mobil Corp. the business predictability rank of 4-star.
Alexander & Baldwin, Inc. (ALEX, Financial)
Alexander & Baldwin, Inc. (ALEX) is a diversified corporation with most of its operations centered in Hawaii. The business industries of the Company constitute transportation, real estate and agribusiness.
Alexander & Baldwin Inc. has a market cap of $1.35 billion; its shares were traded at around $32.87 with a P/E ratio of 53.9 and P/S ratio of 0.7. The dividend yield of Alexander & Baldwin Inc. stocks is 3.7%.
Conclusion
For details on how many shares did each Guru buy in each stock, click on their names to see their portfolio.
GuruFocus provides real time information and insights of Investment Gurus such as Warren Buffett and George Soros for Premium Members. If you are not a premium member, click here to sign up or upgrade. 7-Day Free Trial is available.
